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Your Advice Toolkit
In this series, host Brendon Vade takes a look at the essential tools all advisers need to create confidence, value, and trust for their clients. Topics explored include investment philosophies, communicating with clients during volatile markets, and how to help clients feel in control and on track.
Host: Brendon Vade
Your Advice Toolkit #1
In this first installment, Brendon is joined by Kathryn Creasy, Wealth Adviser and Principal at Capital Partners, and …
Your Advice Toolkit #2
In this episode, Brendon sits down with David Swanwick, Head of Client Communications, EMEA and Vice President at …
Your Advice Toolkit #3
In this episode, Brendon talks with Kelsey Dent and Teneale Laister from Alman Partners. They discuss dealing with …
Your Advice Toolkit #4
In this final episode, Brendon is joined by Paul Turner, Head of Advisor Group, Australia and Vice President …
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AdviceTech Podcast #80 – Employment Hero
In this episode, Patrick is joined by Emily Shurey, Global Head of Partner Marketing at Employment Hero. They …
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#442 Josh Derrington
Josh is Chief Investment Officer at Alvia Asset Partners. He and James discuss his experience managing investments for …
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Engine Room Podcast #34 – Unpacked
In this episode of the Engine Room Unpacked, Andrew and Sue revisit three recent podcasts and discuss the …
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Investment Podcast #9 – Fixed Income: Inefficiencies and Duration
In this episode, host James Whelan is joined by Richard Rauch, Investment Director at Brandywine Global Investment Management, …
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AdviceTech Podcast #79 – MoneyMind Profile
This week, Patrick talks with Dr. Katherine Hunt, Head of Research and Co-Founder at MoneyMind. They chat about …
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441 Joel Gleeson and Paul Cupic
In this episode, James is joined by Joel Gleeson and Paul Cupic from First Financial. They discuss the …
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Engine Room Podcast #33 – Thabojan Rasiah
Thabojan is the Founder and Principal Adviser at Rasiah Private Wealth Management, and the Co-Founder and CEO at …
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AdviceTech Podcast #78 – Content Snare
This week, Patrick talks with James Rose, Co-Founder of Content Snare. They discuss how Content Snare aims to …
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#440 Tom McDonald
Tom is the Director at Cardena Private Wealth. He and Clayton originally shared an office together before going …
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Engine Room Podcast #32 – Drew Meredith
Drew is a Founder and Advisor at Wattle Partners. He and Andrew discuss the growth of Wattle Partners, …